Overview
How It Works
Every customer is different. A first-time shopper, a VIP, a subscriber, a lapsed customer, a customer near a new store, and a customer who only buys one product category can each see a different loyalty experience.
Use Shopify customer segments to control which Ways to Earn, Actions, and Rewards appear to each customer inside the loyalty widgets. Both Ways to Earn/Actions and Rewards can be filtered by the segments set up in Shopify.
For each segment, choose whether it is included or excluded from a specific Way to Earn, Action, or Reward.
Include customers tagged VIP to show a premium reward only to VIPs.
Exclude customers who have already purchased to show a first-purchase bonus only to new customers.
Include customers in a specific city or region to promote a local event.
Include customers who bought a specific product to show a relevant follow-up action, such as sharing a routine or showing off a new purchase.
Include active subscribers to show them exclusive actions and rewards.
Include customers who have not clicked or purchased in the last 90 days to show simpler, lower-effort re-engagement offers.
How To Set It Up
In Shopify, create the customer segment to target.
In the merchant admin, navigate to Program → Points.
Open the Way to Earn, Action, or Reward to filter.
Under Include, click Select… and choose a segment from the list of existing Shopify segments to make that Reward/Action visible only to customers in that segment. Leave empty to make it visible to all customers.
Under Exclude, click Select… and choose a segment to hide that Reward/Action from customers in that segment. Leave empty to make it visible to all customers.
Click Save.
📋 Note: Only segments already created in Shopify appear in the Select… dropdown. Create the segment in Shopify first, then it becomes available to choose here.
Key Notes
Segmentation uses Shopify customer segments to control visibility of Ways to Earn, Actions, and Rewards.
Every Reward/Action can be set to Include (visible only to the selected segment) or Exclude (hidden from the selected segment). Leaving a field empty makes it visible to all customers.
A segment must exist in Shopify before it can be selected in the merchant admin.